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Move a Contact from one Membership Level to another
Move a Contact from one Membership Level to another

Transfer members between membership levels

Updated over a week ago

Add member to new membership level

On the left side bar, navigate to Memberships > Membership Levels.

Using the green button 'new' at the top of the screen, click New membership.

Select the Membership Level from the drop-down list and select Continue.

On the Existing Contact tab, use the "Pick a Contact" field to search for and select your Member and click Continue.

If this Membership Level has a membership fee, you will need to indicate if the fee is paid, needs an invoice or is paying now. If some of the original membership level fee is being counted towards the new level, then a partial payment can be recorded.

Cancel previous membership level

To finish the transfer process, you need to cancel the contact's previous membership level.

Navigate to Memberships > Reports.

At the end of the line under actions, click the Cancel button to cancel the previous membership level.


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